Podcast Episodes
Back to SearchNext Day Prep #294: From Cautious to Almost Bullish: Inside the One-Day Reversal – Monday 8/3/2026
A sharp intraday reversal pushed breadth from 54.5% to 60.87% above the 40-day, with the S&P, Nasdaq, and Dow all hitting records after Iran de-escal…
2 months, 4 weeks ago
Next Day Prep #293: A Two-Stock Rally: Why New Highs Feel Like a Warning – Friday 7/31/2026
The S&P hit a fresh high at 7,500, but collapsing short-term breadth and a narrowing NYSE advance-decline line reveal a distribution-flavored session…
3 months ago
Next Day Prep #292: Rotation, Not Liquidation: Reading a Split-Screen Market – Friday 7/24/2026
The Dow ticked up, the Nasdaq slipped, and the semis got hammered — but under the hood the median stock had a great day. This episode breaks down why…
3 months, 1 week ago
Next Day Prep #291: Concentrated Damage: Why the Nasdaq’s Drop Wasn’t What It Looked Like – Thursday 7/23/2026
The Nasdaq fell over two percent, but equal-weight indexes barely budged, revealing a rotation out of expensive mega-cap growth into earnings-backed …
3 months, 1 week ago
Next Day Prep #290: Record High Dow, Bleeding Nasdaq: The Rotation Reality – Thursday 7/2/2026
Despite the Dow hitting a record high, the market is experiencing a sharp rotation away from semiconductors into defensive sectors. We analyze the br…
3 months, 4 weeks ago
Next Day Prep #289: Market Rotation vs. Panic: Navigating the Jobs Report Fog – Wednesday 7/1/2026
The market didn’t crash; it rotated. We break down how semiconductors dragged breadth while software and financials absorbed the flow, and why patien…
3 months, 4 weeks ago
Next Day Prep #288: Green Indices, Weak Breadth: The Narrow Leadership Trap – Tuesday 6/30/2026
Despite all major indices closing green, market breadth deteriorated significantly as leadership narrowed to semiconductors. The episode breaks down …
4 months ago
Next Day Prep #287: The Mega-Cap Paradox: Breadth Slips, Rally Holds – Monday 6/29/2026
Despite slipping market breadth, a massive semiconductor investment announcement drove a concentrated mega-cap rally. We analyze why generic trend si…
4 months ago
Next Day Prep #286: Market Flip: Quality Wins, AI Infrastructure Crashes – Friday 6/26/2026
The market flipped from cautious to bullish in the final hour as breadth expanded, but the AI trade suffered as investors punished margin compression…
4 months ago
Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026
We break down the divergent market moves where Micron surged 15% while Apple fell 6%, driven by an ‘AI cost squeeze’ that is reshaping market leaders…
4 months ago